Once service requests are enabled for your business, you can adjust the process for each professional. For example, a professional can receive new clients without the form. You can also remove them from the matching process.
To set up service requests for a professional, follow the steps below:
Click Settings at the bottom of the left menu.
Select the Employees & Services tab.
Choose the professional from the drop-down menu under their picture.
Click Options.
Find the section The intake process for new clients (Service requests) is enabled at account level, then check the options that apply to this professional:
This professional doesn't require a service request from new clients. If they're available online, new clients book with them directly, without filling out the form.
Exclude this professional from the matching process: this professional can't be matched with new requests.
Good to know: The Yes button in this section is greyed out, and that's normal. It simply confirms that service requests are enabled for your business. You can't change it from a professional's profile.
Want to turn service requests on or off, or change them for your whole business? See our article How to set up service requests for your business
Want to know how to handle the requests you receive? See our article How to manage service requests